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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004. He earned the Certified Financial Planner (CFP) designation in 2005 and the Chartered Financial Analyst (CFA) designation in 2009.

Sam graduated from the University of Michigan majoring in Economics and his primary duties are investment strategy, portfolio management and research. Mr. Huszczo's personal portfolios are substantially invested in the same securities owned in the firm's client accounts.

Volunteerism has been an important part of Sam's career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. He serves on the Finance & Audit Committee for the Detroit Economic Club and was also acknowledged as a Detroit Business Journals 30 in their Thirties honoree.

In addition, Sam has received National TV recognition with his appearances on: CNBC, Bloomberg TV, Kiplinger's, Fortune, USA Today, The Detroit Free Press, Crain's & more.

Sam Huszczo has also been asked as a featured speaker for the: S&P Dow Jones Indices, Inside ETFs (the largest ETF conference in the world), Financial Advisor Magazine and has given lectures at University of Michigan, Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, and more.

The firm's commitment to excellence has been recognized at both the national and state level. SGH Wealth Management was named a Top Financial Advisory Firm in Michigan for 2025 by USA Today, reflecting its leadership, consistency, and client-first approach. In addition, founder Sam Huszczo was honored as Investment Advisor of the Year in 2025 by InvestmentNews, recognizing professional excellence, fiduciary leadership, and industry impact.

SGH Wealth Management is an independent and experienced financial planning and asset management firm focused on delivering personalized guidance in wealth accumulation, investment management, and long-term financial strategy. Our mission is simple: help clients make better financial decisions so they can lead more satisfying and fulfilling lives.

We take a comprehensive approach to wealth management, coordinating investments, financial planning, risk management, tax awareness, and estate considerations into a single, cohesive strategy. Clients benefit from one-on-one attention paired with technology-based platforms that simplify what is often an overly complicated subject. Whether a client is local or located anywhere nationwide, they can feel confident knowing their financial life is being managed with consistency, clarity, and care.

SGH Wealth Management serves a diverse client base that includes executives, business owners, institutional investors, and professional athletes. As a private client group, we intentionally limit the number of relationships we accept. This allows us to maintain a high standard of service and ensures every client receives the same level of attention from day one through retirement and beyond. No call centers, no handoffs, no guessing who is responsible.

At its core, SGH Wealth Management is built around trust, discipline, and accountability. We serve as the central coordinator of our clients' financial lives, helping them move forward with confidence, knowing every decision is aligned with their goals and managed with purpose.

Todd is an experienced wealth advisor who believes in the critical integration of tax planning and investment strategies as key components of effective wealth management. With a strong background in retirement planning and tax preparation, Todd brings a unique perspective to the financial planning process.

Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.

A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.

Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.

Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.

As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.